Existing systems
Review where the process lives today and which connections it needs. Migration and integration choices depend on the actual workflow.
The approach
Start with real work.
Earn the next step.
A useful AI workflow begins with a process your team understands. Build shared context, review the decisions and expand with evidence.
Prepare a first conversation01Understand
Understand
the process.
Follow one real piece of work from its first input to its outcome. Identify where information arrives, where people make decisions and where handovers become difficult.
What we need to understand
- The trigger and the desired outcome
- The people and systems involved
- The exceptions that need human judgment
02Define a
Define a
bounded workflow.
Choose the proposal an agent can prepare and the decision a person must own. Make permissions, data sources and approval rules explicit before adding execution.
What good looks like
- A reviewable proposal with its source context
- A responsible owner for each decision
- A clear path when information is incomplete
03Review the work.
Review the work.
Measure the result.
Run proposals alongside the existing process in shadow mode. Compare them with human decisions, examine exceptions and use representative evaluation cases before allowing more authority.
What to assess
- Proposal accuracy and shadow comparisons
- The effort needed to review and correct them
- Whether permissions, recovery and handovers hold up
04Expand with
Expand with
confidence.
Use what the evaluation shows to decide the next step. That may mean refining the workflow, connecting another process or allowing a carefully defined action.
Before expanding
- Agree on ownership and operating procedures
- Verify the relevant integrations and data
- Keep an exception and recovery path available
A useful first conversation
Bring one process.
We'll start there.
You do not need a complete transformation plan. A clear example of work your team repeats is a practical starting point.
- What starts the work?
- An email, a customer request, a supplier update or an internal exception.
- Where does it get difficult?
- A missing detail, repeated entry, an approval or a handover between teams.
- Who decides what happens next?
- The people responsible for reviewing the information and owning the outcome.
- What would make it better?
- A more complete proposal, less repeated work or a clearer next step.
A conversation
before a commitment.
Understand the fit, the dependencies and the limits first.
Data and responsibility
Identify the authoritative sources, the relevant customer or administration and the people responsible for decisions.
Practical acceptance
Agree what the workflow must demonstrate before relying on it. Scope, timing and the next step follow that assessment.